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Planned Solutions’s Jackson Financial JXN Stock Holding History

Planned Solutions’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,100
Closed -$100K – 390
2024
Q3 		$100K Buy
+1,100
New +$91.8K 0.04% 208
2024
Q1 		– Sell
-1,500
Closed -$76.8K – 331
2023
Q4 		$76.8K Buy
+1,500
New +$66K 0.04% 221

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Planned Solutions's JXN Position: Q4 2024 in Review

Planned Solutions sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 1,100 shares — an estimated $100K sold.

Planned Solutions first reported a position in JXN in Q4 2023 and held it in 2 quarters. The position peaked at $100K in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

  • Planned Solutions reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,100 Jackson Financial shares in Q4 2024, an estimated $100K.
  • Planned Solutions first reported a position in Jackson Financial in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Jackson Financial position peaked at $100K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.